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W.H. Cornerstone Investments’s iShares National Muni Bond ETF MUB Stock Holding History

W.H. Cornerstone Investments’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
10,701
+2,812
+36% +$302K 0.71% 34
2025
Q4 		$845K Sell
7,889
-142
-2% -$15.2K 0.51% 45
2025
Q3 		$855K Sell
8,031
-3,488
-30% -$365K 0.52% 49
2025
Q2 		$1.2M Buy
11,519
+18
+0.2% +$1.87K 0.76% 35
2025
Q1 		$1.21M Buy
11,501
+3,123
+37% +$332K 0.84% 27
2024
Q4 		$893K Buy
8,378
+410
+5% +$44K 0.6% 36
2024
Q3 		$866K Sell
7,968
-291
-4% -$31.4K 0.58% 43
2024
Q2 		$880K Buy
8,259
+409
+5% +$43.6K 0.62% 44
2024
Q1 		$845K Sell
7,850
-1,473
-16% -$159K 0.61% 49
2023
Q4 		$1.01M Sell
9,323
-2,521
-21% -$263K 0.8% 40
2023
Q3 		$1.21M Sell
11,844
-453
-4% -$47.8K 1.07% 24
2023
Q2 		$1.31M Buy
12,297
+79
+0.6% +$8.44K 1.17% 22
2023
Q1 		$1.32M Buy
12,218
+1,980
+19% +$212K 1.2% 19
2022
Q4 		$1.1M Buy
10,238
+6,017
+143% +$627K 1.05% 30
2022
Q3 		$437K Buy
+4,221
New +$449K 0.46% 64

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

W.H. Cornerstone Investments's MUB Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its iShares National Muni Bond ETF (MUB) stake by 36% in Q1 2026, buying an estimated $302K and bringing the position to 10,701 shares worth $1.14M. The position accounts for 0.71% of the portfolio, ranked #34.

W.H. Cornerstone Investments first reported a position in MUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • W.H. Cornerstone Investments held 10,701 shares of iShares National Muni Bond ETF worth $1.14M as of Q1 2026.
  • W.H. Cornerstone Investments bought 2,812 iShares National Muni Bond ETF shares in Q1 2026, an estimated $302K.
  • iShares National Muni Bond ETF made up 0.71% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #34 holding.
  • W.H. Cornerstone Investments first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's iShares National Muni Bond ETF position peaked at $1.32M in Q1 2023.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.